How the Wealthy Use Their Money with Brad Lowe & Jordan Cole

Most people are taught to earn, spend, and save what’s left. The wealthy tend to follow a different playbook. In this episode, the team breaks down how high-net-worth individuals think about control, liquidity, and long-term efficiency when it comes to their money. We cover why they prioritize access to capital over chasing returns, how they structure assets to stay in motion, and the role tools like whole life insurance can play in that system. You’ll hear practical examples of how this appr...